Executive Education: Executive Courses & Action Learning Workshops
Strategic Finance Management Course
Planning, building and managing strategic finance

Course Methods:  Executive Action Learning (Experiential Workshop)
Course Venue:     Client's site or at IIM Las Vegas, Nevada, USA
Course Duration:  4 days
Course Time:        9AM-4PM
Course Fees:        Based on number of executives and level of customization
Why IIM?:             CEO Club | Training Excellence | Client Testimonials
Public Courses:    Individual registration is available via pre-scheduled public courses, please visit Management Courses

Course Audience 

• CFO's Executive Finance Managers, Treasurers, Investor Relations Managers, and Financial Accounting Managers
• Non-Finance Managers with P&L responsibility: Entrepreneurs, General Managers, Business Unit Managers, Operations Managers, Project Managers, and Finance Management Consultants.

Course Objectives 

• Provides a review of the Strategic Finance and Investment Management Frameworks.
• Offers experiential analysis to understand the challenges of CFOs and Finance Managers in managing corporate finance and investments
• Focuses on best practices, tools and models to implement an effective finance management system
• The course focuses on finance management decision-making rather than on mathematical calculations, technical analysis, or book-keeping processes that are automated by computer software
• The course is designed for managers. The course does not prepare the participants for passing professional investment license exams.

Course Focus

• Develop the core executive finance skills and competencies. The core competencies include finance knowledge, planning, control, problem-solving and communication. The development and evaluation of these skills are based on IIM's proprietary KASAC executive education model.

Key Concepts

• Top CFO Questions. CFO Challenges. Finance. Sources of Funding. Solving Cash Flow Problems. Working Capital Cycle. Financial Instruments. Concepts of Value Creation. Risk and Required Rates of Return. Capital Budgeting. Capital Structure and Dividend Policies. Foreign Exchange. Currency and Derivative Markets. Currency Risk Management. Corporate Financial Decisions. Benchmarking. Break-Even Point. Capital Asset Pricing Model (CAPM). Cash Flow. Return on Investment (ROI). Cost-Benefits Analysis (CBA). Current Ratio. Debt To Equity Ratio (D/E). Internal Rate of Return (IRR). Time Value of Money (TVM). Net Present Value (NPV). Price Earning (P/E) Ratio. Beta. Stock. Bonds. Options. Futures. Treasury Bills. Financial Markets. Leverage. Hedging. Diversification.

Customization Subjects

• CFO's executive role, top questions and challenges
• Basic concepts in finance: Time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation).
• Corporate financial decisions: capital budgeting, choice of capital structure, and working capital management.
• Investments management: Types of investment securities; security market operations; investment policies; security analysis and valuation principles: risk, return, and portfolio analysis; personal investment principles.
• Financial markets for shares, fixed income securities, options and futures.
• Hedging risk, portfolio diversification and portfolio evaluation.
• Security Analysis: Organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities.
• Risk Management and Insurance: Management of risk in a business setting; control of property, liability, and personnel risks.
• International Finance: Foreign exchange, currency and derivative markets, currency risk management, international investment and financing decisions, multinational corporate financial decisions.
• CFO and Corporate Governance: Sarbanes-Oxley (SOX) review

Courseware Content

IIM's strategic finance management training courseware includes:

1. Participant's coursework and assessment project guide
2. Executive summary of the subject matter (in power-point lecture notes format):
   • Summary of essential concepts and finance management best practices
   • Examples and case studies
3. Finance management toolkit (management frameworks, decision models, checklists, etc.)
4. Experiential work-based assessment project
5. Online resources for the completion of the experiential assessment project

Executive Team Performance Evaluation

• Performance will be evaluated on the basis of individual or team project deliverables
• Candidates can complete customized experiential / work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation
• IIM course advisor will review the deliverables and provide improvement feedback
• There are no traditional quizzes or theoretical exams.

Course Prerequisites 

• For accelerated team workshops, participants must have similar levels of experience. This is not required for public courses or individual self-paced distance-learning courses
• Prior knowledge of basic accounting principles. For accounting courses please visit Management Accounting Course

Course Registration

• Custom executive education courses are available only to companies and government organizations upon request. Contact Us
• Individual registration is available for public courses, please visit Management Training Courses